IRAs Invested in Complex Assets: A Jack-in-the-Box of Issues for Donors, the IRA, & Charitable Beneficiaries too

Schedule:
12:00 p.m. | Opening Remarks
12:05 p.m. | Presentation (including Q&A)
12:55 p.m. | Closing Remarks

Presentation Description: We will address a trend in retirement planning — self-directed IRAs invested in illiquid assets and implications for testamentary giving. It’s one thing to invest. It gets more complicated after the crank is turned, the music stops, and the jester pops out! Options for IRA investing are complicated. What issues does your charity need to consider?

Guest Speaker: Grant H. Whitney, J.D.

Speaker Bio: Before moving to Massachusetts General Hospital, Grant Whitney served Harvard University’s Faculty of Arts & Sciences for over 20 years and applies a background in alternative dispute resolution to philanthropic planning with donors, and friends interested in creating family meaning while enhancing philanthropic impact.

In addition to his work completing irrevocable and revocable gifts with donors across the giving pyramid, he led Harvard’s John Harvard Society, the University’s largest planned gift recognition effort. In the University’s $9.2 billion campaign (2018), he managed initiatives that led to more than 1,000 alumni and friends becoming new John Harvard Society members.

As a board member, Grant chairs the Investment Review Committee and serves on the Audit Committee of the National Association of Charitable Gift Planners (“CGP”). CGP is the national voice providing education, training, research, and advances best practices for more than 8,000 individual and 200 local and regional council members across the US.

Before coming to Harvard, Grant launched the planned giving program at Lesley University and led the program through the institution’s first comprehensive campaign. Earlier, he established a neutral dispute resolution practice in Cambridge, MA. He is a member of the Massachusetts and New York Bars.

Grant earned his J.D. from Albany Law School of Union University and his undergraduate degree from Cornell University where he remains an active alumnus. He volunteers in several capacities in his local faith community.

Continuing Education:
MCLE – IRAs Invested in Complex Assets: A Jack-in-the-Box of Issues for Donors, the IRA, & Charitable Beneficiaries too is approved for 1.2 total hours, including 0.0 elimination of bias hours.
CFRE – Full participation in IRAs Invested in Complex Assets: A Jack-in-the-Box of Issues for Donors, the IRA, and Charitable Beneficiaries, Too! is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Please note: This is a virtual event Registrants will be sent a Zoom link upon registration.

Full refunds are available up to 4 business days prior to a program or event. After that time, we are unable to accommodate refunds unless SLCCGP cancels the program or event. Thank you for understanding.

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